FTNT Fortinet, Inc.

Rising cyber risk linked to AI investment and new data center build outs is pulling digital security out of the IT basement and into boardroom conversations. As more value moves online, the companies guarding networks and data gain fresh attention from capital. This article breaks down three cybersecurity stocks from a curated screener with solid health scores and market caps above $100m. The stocks covered below are just a small sample, and the full cybersecurity screen surfaced 30 more...

You probably think of Cisco Systems (CSCO) as an AI stock, a supplier of AI infrastructure to the hyperscalers. That business was only about 6% of Cisco's revenue in fiscal 2026. The rest includes networking and security products sold to enterprises and telcos. Cisco stock returned 61% over the past year. With AI that small a share of revenue, you are paying for growth across the whole company. How fast is Cisco's business outside AI set to grow.

You may own CrowdStrike (CRWD), a cybersecurity company whose shares rose 5.1% in five sessions as the S&P 500 fell 1.2%. You likely hold it beside an index fund, and your whole account swings more when one holding jumps. Have the gains on CrowdStrike been big enough to pay for those swings.

Palo Alto Networks CEO Nikesh Arora said something on the earnings call that most tech executives only whisper, and it tells you exactly why one investor keeps adding to his position despite a nine-figure GAAP loss.

Okta Stock Rallies After Morgan Stanley Spots Fresh AI Growth Catalyst

Kenny Polcari says investors using market-weighted S&P 500 funds should examine their technology concentration before adding more tech-focused ETFs or buying the next pullback.

Cisco Systems (CSCO) stock returned 62% over the past 12 months (as of Ssptember 28, 2026). After that run, you pay 31.8 times its past year's earnings, against 22.1 for the S&P 500. At that price, the stock appears to assume growth that has not happened yet, so further upside would need something beyond that. So what could still surprise Cisco Systems investors on the upside.

Palo Alto Networks' AI-driven security demand is rising as AI infrastructure expansion and surging agentic traffic create new growth opportunities.

Zscaler's best candidate for upside is a product line that its fiscal 2027 outlook does not call out. The stock has risen 46% over the past three months. It is still 43% below its 52-week high. The outlook matters now because it has revenue growth slowing. It calls for growth of 16.6% to 17.5%, from 25% in fiscal 2026. So which Zscaler (ZS) business could add growth beyond that outlook.

If you own CrowdStrike (CRWD), one worry stands out: did its best quarter come from a burst of AI urgency that will fade? Management called fiscal Q2 2027 the company's very best quarter. Over the last year, CrowdStrike stock returned 112%, against 18.0% for the S&P 500. A $10,000 holding a year ago is now worth about $21,200. Which threat could take that gain back.

Fortinet (FTNT) demonstrates strong technical momentum and is trading at a new all-time high. Shares are up more than 100% over the past 52 weeks. Fundamentals remain robust with 19.41% projected revenue growth this year and 25% estimated earnings growth. Despite four “Strong Sell” analyst opinions, momentum investors should maintain...

Palo Alto Networks and Fortinet shares are up 112% and 125% this year, respectively, as AI-driven demand for cybersecurity fuels strong earnings and technical breakouts for both stocks.

Fortinet (FTNT) has drawn fresh attention after committing more than US$60 million to a new 40,000-square-foot Innovation Hub in New York City, a move closely watched by investors tracking its cybersecurity footprint. The fresh New York Innovation Hub announcement lands after a powerful run in Fortinet's stock, with a 30-day share price return of 10.11% and a year-to-date share price gain of 122.73%, while the 3-year total shareholder return of 195.60% points to momentum that has been...

Fortinet (FTNT) closed at $173.46 in the latest trading session, marking a -2.92% move from the prior day.

Cisco Systems (CSCO) stock returned 62% in the twelve months to September 24, 2026, against 16% for the S&P 500. A $10,000 holding at the start was worth about $16,220 at the end. The run was about AI data center orders from hyperscalers, the largest cloud companies. You could have read the run early only if two things held: Cisco was saying it, and its results were showing it.

Cybersecurity stocks are pulling back after a sharp early-week surge fueled by mounting AI safety concerns, while analysts say underlying security demand remains strong even as valuations have rerated higher.

Synopsys (SNPS) stock could climb about 25% before it reaches a level that has turned it back three times. It could fall about 5% before the floor it sits on gives way. On paper, that is a generous trade on a maker of chip-design software. The catch is the floor itself, which has a poor record over the past two years.

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Growth Equity Strategy. A copy of the letter can be downloaded here. The strategy highlighted a strong quarter for the portfolio amid a market rally increasingly shaped by AI-related themes. The strategy generated a […]

Anthropic and OpenAI's warnings about AI agents acting outside their boundaries sent cybersecurity stocks surging, but the companies investors rushed to buy face very different odds of turning that urgency into real contracts and earnings.

Cisco Systems (CSCO) trades near $106 a share, about 24.6 times the $4.33 of non-GAAP earnings per share it reported for fiscal 2026. That is the same basis Cisco uses for its guidance and analysts use for their forecasts. For a networking supplier with $63.33 billion of revenue behind it, that is rich. And it ignores the two years analysts have already forecast.

Here is how Fortinet (FTNT) and Ambiq Micro, Inc. (AMBQ) have performed compared to their sector so far this year.

Synopsys (SNPS) sells the electronic design automation software and design IP that chipmakers use to build new chips. Its stock has lost 16.3% over the past year, while the S&P 500 gained 18.5%. A Needham analyst said on the fiscal Q3 2026 earnings call that the question investors keep asking is whether AI could learn to design chips without those tools. The biggest risk is not a sudden break. It is that Ansys revenue could hide the threat inside the headline totals while it builds.

Cloudflare (NET) has returned about 61% in three months and trades at or near its three-year high. The question on holders' minds is plain: what happens if its growth cools? The company has guided revenue growth for the third quarter of 2026 to 31%, and its CFO says the way customers now pay makes each quarter harder to forecast.

The popular view of CrowdStrike (CRWD) is that AI has made a fast-growing security company grow even faster. The stock returned 98% over the past year. The S&P 500 returned 18.5% over the same period. For that view to be right, two things must both be true. The faster growth has to last, and it has to turn into real profit. So far, only the first one clearly holds.

FTNT shares hit a 52-week high as platform demand accelerates, with AI security expansion and raised 2026 guidance adding momentum.

FTNT pairs faster billings growth, robust cash flow and a lower valuation, while DDOG delivers stronger revenue growth but faces near-term customer pressure.

Security spending keeps climbing as data breach costs hit record highs.

It wasn't just Nasdaq today. A handful of large stocks also closed at their highest levels ever. Here are some notable names with market caps above $10 billion that are sitting at all-time highs today.

Does Fortinet (FTNT) have what it takes to be a top stock pick for momentum investors? Let's find out.

Top-ranked stocks AVAH, FTNT, THC, ARW and VLO are likely to beat on the bottom line in their upcoming releases.

Fortinet has ridden a powerful share price run in recent years, which puts a sharp spotlight on whether the current US$169.84 level is adequately supported by the cash the business can generate. With expectations shaped by both strong historical returns and fresh corporate milestones, the question now is how the stock lines up against its own cash flow potential. Over the past 3 years the stock has returned 191.6%. This raises the stakes on whether that performance is reflected in the...

Fortinet’s modeled fair value has shifted from US$119.92 to US$163.13, marking a meaningful reset in how the stock is being valued in this framework. This change lines up with recent research where many firms have lifted price targets, even as a large share of ratings sit at Neutral or similar, reflecting a more even mix of risk and potential reward. As you read on, you will see how this evolving narrative could matter for how you track Fortinet from here. Stay updated as the Fair Value for...

Cybersecurity companies were having a moment on the exchange.

This cybersecurity stock is on a historic run fueled by the AI boom, forcing investors to evaluate whether the growth engine has enough fuel left to justify its expanding multiple.

Fortinet (FTNT) concluded the recent trading session at $169.41, signifying a -1.84% move from its prior day's close.

Fortinet stock is trading just below a buy point after a strong week for cybersecurity stocks. Shares are attempting to break above resistance around 170.

Two years of Synopsys (SNPS) earnings calls show management changing what it explains. The company used to open on problems, some outside its control and some its own. The August 2026 call is built around a joint product with Ansys, agentic AI, and a new way to charge for its design IP. Most of that switch is earned, but parts of it are still a promise.

Growing anxieties about autonomous AI vulnerabilities and cyber threats have pushed cybersecurity shares to the top of the Nasdaq 100 this week.

AI adoption and rising data-security needs are keeping investors focused on the cybersecurity trade.

These five tech stocks are built to weather higher rates with strong balance sheets, robust cash flow, and financial flexibility.

Cisco Systems (CSCO) grew revenue more slowly over the last twelve months than any other company in its peer group. Yet it trades on almost the same earnings multiple as Dell Technologies, the fastest grower of the five. Trailing growth does not explain that price on its own. Cisco's last quarter grew 18%, well ahead of its 11.8% twelve-month figure. The rest of the case rests on AI networking orders that are running well ahead of the revenue Cisco has booked from them.

As AI-related fears increase, cybersecurity stocks could be the heroes that businesses and investors need.

PANW's SASE bookings surge 40% in fiscal 2026 as platform consolidation and rising AI traffic create opportunities to challenge FTNT and ZS.

Synopsys (SNPS) sells the design software and the interface IP that chip makers need to get AI silicon built, and its stock has still gone backwards over the past year. At about $370 the shares sit at their 52-week low. Reported margins have fallen sharply over the past year. Free cash flow tells a different story, and the gap between cash and reported profit is the case worth arguing here.

CrowdStrike shares hit 52-week highs near $242 after strong Q2 results showed 25.6% revenue growth and 51% ARR expansion, as cybersecurity spending resists broader tech budget cuts.

Fortinet (NasdaqGS:FTNT) has opened a new company-owned Innovation Hub in New York City to expand its U.S. footprint. The New York facility includes advanced cybersecurity training labs, executive briefing spaces, and hands-on technology demonstration areas. The hub also introduces a dedicated Fortinet Cloud point of presence and energy-efficient infrastructure aligned with the group’s ESG priorities. Fortinet’s New York Innovation Hub launch fits into a wider pattern of moves that our...

The S&P 500 and Nasdaq undercut key support as oil prices and Treasury yields jumped. How will bonds react to the Federal Reserve decision?

Zscaler (ZS) has gained 48% in three months, yet trades about 43% below its 52-week high. Near $190 it costs 9.3 times sales, against 3.2 for the S&P 500. The question is which growth that price buys: the 25% reported for fiscal 2026, or the roughly 17% guided for fiscal 2027.

Cloudflare (NET) stock has gained about 45% in three months while the S&P 500 returned 2.8%, and sits at the top of its 52-week range. That price is paying for more than the growth: a business Cloudflare has only started to build, charging AI agents for the requests they send.

Cisco Systems (CSCO) closed fiscal 2026 with record revenue of $63.3 billion, and the stock has returned 66% over the past year. Read its last two August earnings calls, though, and the pitch changed. In August 2025 the CEO pitched a refresh of the installed campus switching base. In August 2026 the lead was a networking super cycle, with hyperscaler AI orders up triple digits. How much of the business actually moved.